New Edge Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

New Edge Wealth, LLC

$5.35 Billion
Q1 2025

A detailed history of New Edge Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, New Edge Wealth, LLC holds 50,408 shares of SCHB stock, worth $1.16 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

50,408

Previous 13,634 269.72%

Holding current value

$1.16 Million

Previous $309,000 251.13%

% of portfolio

0.02%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$21.23 - $23.75 $780,712 - $873,382	36,774 Added 269.72%	50,408 $1.09 Million
Q4 2024 Feb 04, 2025	BUY	$22.01 - $66.82 $200,092 - $607,460	9,091 Added 200.11%	13,634 $309,000
Q3 2024 Nov 12, 2024	SELL	$59.93 - $66.52 $395,058 - $438,499	-6,592 Reduced 59.2%	4,543 $302,000
Q2 2024 Aug 01, 2024	SELL	$57.57 - $63.3 $59,700 - $65,642	-1,037 Reduced 8.52%	11,135 $700,000
Q1 2024 May 06, 2024	BUY	$54.61 - $61.05 $416,783 - $465,933	7,632 Added 168.11%	12,172 $743,000
Q4 2023 Jan 29, 2024	BUY	$47.61 - $55.91 $216,149 - $253,831	4,540 New	4,540 $252,000

Others Institutions Holding SCHB

# of Institutions

1,295

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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New Edge Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History